MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.3B
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,293
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.3M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$3.82M
5
AAPL icon
Apple
AAPL
+$3.82M

Top Sells

1
+$13.5M
2
+$6.11M
3
+$5.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.14M
5
TXN icon
Texas Instruments
TXN
+$5.08M

Sector Composition

1 Technology 22.25%
2 Financials 9.64%
3 Consumer Discretionary 8.33%
4 Healthcare 7.91%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$2.57K ﹤0.01%
40
1552
$2.55K ﹤0.01%
15
-3
1553
$2.53K ﹤0.01%
107
1554
$2.53K ﹤0.01%
+74
1555
$2.53K ﹤0.01%
61
1556
$2.51K ﹤0.01%
41
1557
$2.48K ﹤0.01%
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1558
$2.46K ﹤0.01%
19
1559
$2.45K ﹤0.01%
228
+13
1560
$2.44K ﹤0.01%
10
+5
1561
$2.43K ﹤0.01%
71
-191
1562
$2.42K ﹤0.01%
65
+39
1563
$2.41K ﹤0.01%
50
+45
1564
$2.4K ﹤0.01%
107
-49
1565
$2.38K ﹤0.01%
22
+4
1566
$2.38K ﹤0.01%
25
-34
1567
$2.38K ﹤0.01%
+16
1568
$2.38K ﹤0.01%
9
+5
1569
$2.37K ﹤0.01%
171
+75
1570
$2.36K ﹤0.01%
49
-21
1571
$2.35K ﹤0.01%
22
+2
1572
$2.35K ﹤0.01%
+19
1573
$2.34K ﹤0.01%
94
1574
$2.34K ﹤0.01%
51
-5
1575
$2.33K ﹤0.01%
70
+50
61 62
63
64 65